Bryan Sweet, financial advisor Fairmont MN

Bryan Sweet

CRD Number: 729100
Current Firm: Sweet Financial Partners, LLC

Bryan Sweet (CRD# 729100) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sweet Financial Partners, LLC Fairmont, MN Nov 2021 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Nov 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Fairmont, MN Jul 2012 - Nov 2021 9
Raymond James Financial Services, Inc. Fairmont, MN Feb 1989 - Nov 2021 32
Sweet Financial Services Fairmont, MN May 2017 - Mar 2020 2
Johnson Insurance Consultants Fairmont, MN Jul 2013 - Sep 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1981
Contact Info for Bryan J. Sweet
Phone Number: 507-235-5587
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    779
    MILLIONS
  • Total Number of Accounts
    3,326
    ACCOUNTS
  • Average Account Value
    $234,262
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NE, NY, PA, SD, TX, WA, WI

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